See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,529 | $82,630+70.1% | $64,105+119.2% | $125,391+12.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.38% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $23,750 | $2,671+789.1% | $1,820+1205.0% | $4,866+388.1% |
| Participant deferral / active EE | $12,000 | $3,608+232.6% | $2,822+325.3% | $5,352+124.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |